Help Center

Find employees and open a profile

Search and filter your employee master, export it to CSV and open any employee's full profile.

Admins & HR Updated 25 Oct 2026
On this page

The Employees page is your employee master. It lists everyone in your company with their department, designation, manager, joining date and status. From here you can search, filter, export and open each person's profile.

Before you start

  • You need the employees.view permission. Adding, editing and status changes need employees.manage. Without it you see a "view-only access" note. See Roles and permissions.
  • Export needs employees.manage or reports.export.

Find someone

  1. Go to People → Employees in the left menu ( open Employees).
  2. Pick a status chip at the top: Current, On probation, On notice, Exited or All. Current shows active, probation and on-notice employees.
  3. Type in Search name, email, code or phone to narrow the list.
  4. Optionally choose a department, location or employment type, then click Filter. Click Clear to reset.
  5. Click a name (or the eye icon) to open the employee's profile.

Export the list

  1. Set the filters you want.
  2. Click Export. A CSV of the filtered list downloads.
Note

Aadhaar and bank account numbers are masked in the export. Manager is exported as the manager's employee code.

What the profile shows

The profile header shows the photo, code, status, department and manager, with Edit, Change status and Send invite (or Reset password) buttons. The tabs are:

TabWhat you see
OverviewTenure, probation, salary summary, team, documents, assets and letters
JobCode, joining date, employment type, department, designation, location, manager, notice period
PersonalContact details, date of birth, addresses and emergency contacts
Statutory & bankPAN, Aadhaar (masked), UAN, PF, ESI, payment mode and bank details
Attendance & leaveThis month's attendance and this year's leave balances
TimelineStatus history and recent activity

Cards for payroll, attendance, leave and Core HR appear only if your plan includes the module and you have permission to see them.

Good to know

Click the photo on the profile to upload or change it.

Still stuck? Email info@cybexinnovation.com or WhatsApp +91 89277 73048.